Creating a climate profile takes you through a three-step wizard: Name, Thresholds, and Units. After saving, you can optionally set up a notification rule so the right people are alerted when a threshold is breached.
To start, go to the Climate profiles tab and click New climate profile + in the top right corner.
Step 1: Name
Give your profile a clear, descriptive name. This name appears across the platform wherever the profile is referenced, so make it easy to recognise.
Examples: "Storage Room Standards" or "Gallery A Temperature & Humidity".
Click Next to continue.
Step 2: Thresholds
Define the climate conditions the profile will monitor. You can set thresholds for any combination of the following:
- Temperature (°C)
- Humidity (%RH)
- Lux
- UV
Toggle on the metrics you want to monitor. For each one, set four values:
- Critical lower bound : the point below which a critical alert fires
- Optimal lower bound : the lower edge of the acceptable range
- Optimal upper bound : the upper edge of the acceptable range
- Critical upper bound : the point above which a critical alert fires
The range between the optimal bounds is your target zone. The critical bounds define when something needs immediate attention.
If you are unsure what values to use, conservation guidelines such as PAS 198 or your institution's collection care policy are a good starting point. You can always adjust thresholds later.
Metrics you leave toggled off will not be monitored by this profile. You can enable them at any time by editing the profile.
Click Next to continue.
Step 3: Units
Assign sensors to this profile. A list of all sensors registered to your account appears, grouped by site. Click + Add next to any sensor to include it, or + Add all to add every sensor in a site at once.
Added sensors are highlighted and marked with a tick. Use the search bar to find a specific sensor by name.
Click Save Climate Profile when you are done.
After saving
A confirmation screen shows the profile name, how many thresholds were set, and how many sensors were added.
You will be asked: Do you want to notify someone when the alert is triggered?
- Click Add Notification to set up a notification rule now. See Setting up notifications for a profile for the full walkthrough.
- Click Done to finish without a notification. You can always add one later from the Recipients tab inside the profile.
Without a notification rule, the profile still monitors your sensors and displays breaches in Custodian. You simply will not receive an SMS or email alert when something goes out of range.
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